There are a few signs that summer is coming to a close: Labor Day weekend cook outs, cooler temperatures, Q3 winding down, and the return of football. For football coaches and sales leaders, the long road to the “big games” of the year begins – whether it’s meeting end of the year goals or making it to post-season playoffs. Every good coach – in sales and sports – knows that a strong playbook is the key to success, combined with good coaching and great players. In this post, we discuss the benefits of SalesWise as your game film, playbook, and coaching guide to lead you to success.
See the Last Game Played
In any meeting, it’s crucial to know when – and the outcome of — the last time you met. CRM acts as a great highlight reel, but it doesn’t complete the larger picture. In fact, we found in our research that 76% of events aren’t ever captured within CRM. With SalesWise, we show graphically when the last meeting was, and most importantly, who was in attendance. As a sales manager, you can see if the star players were in the meeting, or if they were sitting on the bench. The absence of these key decision-makers may indicate that an account needs some attention, and allows you to step in for further coaching.
Analyze First Downs and Fumbles
Whether it’s in sports or sales, fumbles are inevitable. But having the ability to “review the film” allows leaders to analyze why it happened, and better coach their sales representatives so that the same mistake doesn’t happen again. And while pipeline meetings have traditionally been an effective coaching strategy, being able to see the actions, rather than the representative’s description of the actions, allows more effective and efficient coaching. On the flip side, once you develop the recipe for success, it’s important to replicate it – especially when new members are added to the team. With SalesWise, you’re able to see the play-by-play of every relationship, including the calendar events, email messages exchanged, contact information for key players and crucial documents needed to close business.
Build on Success
When it comes to winning championships, it takes more than just a good offense. The combination of offense, defense and special teams performing at their best makes the organization as a whole successful. We know this at SalesWise, which is why our platform enables better communication between functional groups after the touchdown. Without per-seat licensing, you can easily share the details of every account with Finance, Customer Success, or anyone else that may have an interest. You always want your customers to have the most positive experience possible, and a more informed team provides that. In addition, this historical information, SalesWise helps you easily see up- and cross-sell opportunities that may have been lost in CRM. In fact, SocialToaster uncovered about $1 million in opportunities that were previously overlooked.
Coaching is key when it comes to setting your players – in this case, the sales reps – up for success. By providing the right tools and visibility into accounts and historical data, SalesWise enables sales leaders to be more efficient and effective coaches than ever before.